The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.

Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...

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The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Editor’s Note: The SECURE Act, enacted December 20, 2019, has eliminated the annual safe harbor notice to participants of their rights and obligations for 401(k) safe harbor plans in the case of ...